- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …accounting and/or professional services firm or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients ... Client Service / Estate and Trust team Coordinating tax compliance and planning responsibilities for our multistate environment Maintaining visibility in the Estate… more
- Gallagher (Rolling Meadows, IL)
- …Qualifications: Extensive experience in Excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business ... Behaviors: Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business… more
- Creative Financial Staffing (Bainbridge Island, WA)
- …a great role! This person will support the company principal with scheduling, planning and personal assistance. Office is in Bainbridge Island. This position can be ... and Filing; Personal Items Inventory and Organization; Personal shopping and gift procurement Liaison with insurance, doctors, interior decorators and other vendors… more
- Gallagher (Buffalo, NY)
- …risk solution for clients. Active engagement and participation in Account Planning Services (APS), working groups and strategic reviews. Actively contributes to ... workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more We value inclusion and diversity Click Here to… more
- Gallagher (Chicago, IL)
- …service with balance as remote worker performing report preparation, planning , and coordination for other projects. Complete IH/occupational safety investigations, ... workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more We value inclusion and diversity Click Here to… more
- Gallagher (Charlotte, NC)
- …Experts to address those needs. Proactively engage clients by anticipating and planning for their future requirements. Foster relationships with external firms and ... workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more We value inclusion and diversity Click Here to… more
- Gallagher (Mount Laurel, NJ)
- …in on-site surveillance service with the balance performing report preparation, planning , and coordination for other projects. Position requires the ability to ... workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more We value inclusion and diversity Click Here to… more
- Gallagher (Brentwood, TN)
- …achieving performance standards and champion of Gallagher's shared values. Strong planning and organizational skills, with the ability to handle varied ... workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more We value inclusion and diversity Click Here to… more
- Gallagher (Weslaco, TX)
- …objectives in assigned partner accounts. Proactively leads a joint partner planning process that develops mutual performance objectives, financial targets, and ... workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more We value inclusion and diversity Click Here to… more
- Creative Financial Staffing (Southbury, CT)
- …Responsibilities of Senior Accountant: Prepare corporate, partnership, estate, trust, gift , and individual tax returns; formulate conclusions consistent with firm ... footnote disclosures for review and compilation engagements Perform tax planning strategies for high-net-worth individuals while demonstrating strong communication… more
- Creative Financial Staffing (Southbury, CT)
- …Manager: Review, research findings and prepare corporate, partnership, estate, trust, gift and individual tax returns; formulate conclusions consistent with firm ... footnote disclosures for review and compilation engagements Perform tax planning strategies for high-net-worth individuals while demonstrating strong communication… more
- Blanchard Valley Health System (Findlay, OH)
- …or attainment of education - eg capitalization of construction interest, gift annuities, partnerships/joint ventures with other providers or physicians, capital vs. ... 14: Assists with annual budgeting process & long range financial planning process REQUIRED QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business… more
- Metasys Technologies (Los Angeles, CA)
- …administrative support. Assist with administrative tasks, shipping, catering/events planning , car detailing, laundry/dry-cleaning services, gift /package orders, ... and other services. Greet visitors warmly and professionally. Answer phones in a friendly, professional manner. Maintain accurate records and logs of service requests and visitor requests. Respond promptly with accurate information. Arrange and confirm… more
- The Salvation Army (Hartford, CT)
- Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Non-exempt, Full-time Hours Per Week: 35 ... trusts, and other planned giving vehicles. Serve as a critical member of the gift planning team and be responsible for coordinating all gift planning … more
- Ithaca College (Ithaca, NY)
- Job Summary: Build, implement and manage the Office of Gift Planning that serves Ithaca College and its funding priorities. Manage a portfolio of gift ... as a key external contact responsible for communicating with existing and prospective gift planning donors not already managed by other gift officers for the… more
- American Red Cross (NC)
- …Red Cross, your uniqueness can shine! **The American Red Cross is currently seeking a Gift Planning Officer to support our North and South Carlina Regions. This ... can be located anywhere within the region.** **WHAT YOU NEED TO KNOW:** The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting… more
- Vanderbilt University (Nashville, TN)
- …skilled development leader for a newly re-imagined position - Executive Director of Gift Planning . This leadership role will tackle the enhancement of current ... planned giving efforts and the build-out of a re-imagined gift planning program that emphasizes new and creative strategies that maximize donor potential by… more
- UT Health (Houston, TX)
- Director Gift Planning II **Location:** Texas Medical Center-Houston, Texas **Category:** Executive UTHealth Houston General Administration Requisition #: ... 240001BA **Director Gift Planning II** **Position Summary:** UTHealth Houston is seeking a Director, Gift Planning II to develop, implement, and evaluate… more
- University of Southern California (Los Angeles, CA)
- …students and staff that make the university what it is. University Advancement's Office of Gift Planning is seeking aDirector of Gift Planningto join its ... team. The Director of Gift Planning reports directly to the Associate Vice President for Gift Planning and serves as an expert or lead development… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- Description: The Director of Gift Planning plays a pivotal role in the university's advancement efforts by creating and overseeing the strategic development, ... Technical State University. This position requires a deep understanding of charitable gift planning vehicles, excellent marketing skills to promote planned… more
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